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6312 S. Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-04 |
Branch Locations
6312 S. Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castle Rock Cryocare | Castle Rock | CO | 04/2016 | 07/2017 |
| Mckinlay Smallwood Financial Partners, Llc | Denver | CO | 07/2017 | 08/2025 |
| Lpl Financial, Llc | Denver | CO | 11/2019 | 08/2025 |
| Global Retirement Partners Llc | Denver | CO | 01/2020 | 08/2025 |
| Yeti Wealth Management Group, Llc | Littleton | CO | 08/2025 | Present |
| Tdl Consulting, Llc | Denver | CO | 07/2020 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-30 |
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